What are you now investing in?
What are you now investing in?
Author
Discussion

Mark300zx

Original Poster:

1,447 posts

281 months

Tuesday 14th July 2020
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Pondering on Gold, Silver and Bitcoin now that QE has been the order of the day?

PHlL

1,538 posts

168 months

Tuesday 14th July 2020
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Not vested into a particular commodity or company, don't like the volatility or constant tracking.

I just leave it do a fund manager in a sector I have trust in to continue to grow. Technology & Telecommunications.

This fund to be specific: https://www.trustnet.com/factsheets/o/l559/lg-glob...

Not sure how it compares to others as haven't done some analysis in a while, but it's 25% up from Feb 2020 pre-covid. It dropped to -15% in peak of March, so for it go up to 25% up was a good 40% increase since lowpoint.

Personally and very unpatriotically, I'd stick away from anything in the UK with both covid and brexit. Far too much uncertainty for my liking.

Simpo Two

92,709 posts

294 months

Tuesday 14th July 2020
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PHlL said:
Personally and very unpatriotically, I'd stick away from anything in the UK with both covid and brexit. Far too much uncertainty for my liking.
CV is global of course, and the UK very much into the tail end of the curve (unless people get stupid and careless). As for Brexit, well nobody's ever left the EU before but there will be opportunities somewhere. It remains to be seen what effect the inevitable media scaremongering will have.

Investing-wise I've set my camp up and it will generally stay as is.

Mark300zx

Original Poster:

1,447 posts

281 months

Tuesday 14th July 2020
quotequote all
PHlL said:
Personally and very unpatriotically, I'd stick away from anything in the UK with both covid and brexit. Far too much uncertainty for my liking.
Have to agree, although with QE in the states the dollar will probably take a hit as well?

2 GKC

2,307 posts

134 months

Tuesday 14th July 2020
quotequote all
Mark300zx said:
Pondering on Gold, Silver and Bitcoin now that QE has been the order of the day?
Silver is subject to VAT so a crap investment

bitchstewie

67,479 posts

239 months

Tuesday 14th July 2020
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Mostly Troy Trojan or CG Absolute Return.

Now doesn't seem the time for making massive bets on red or black.

BlackG7R

724 posts

210 months

Wednesday 15th July 2020
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Mark300zx said:
Pondering on Gold, Silver and Bitcoin now that QE has been the order of the day?
You could do very well on any of those, if they spike up for some reason, but wouldn't really describe it as investing, more speculation. But as long as you realise that, and accept it, that's fine. I don't follow these closely, but Bitcoin seems particularly volatile, which seems particularly useless when trying to use is as a means of exchange or currency.

bitchstewie

67,479 posts

239 months

Wednesday 15th July 2020
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I guess it sounds pedantic but I wouldn't think of gold as an investment really it's more of a hedge or store of wealth.

dmahon

2,717 posts

93 months

Thursday 16th July 2020
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This is a head scratcher for me at the moment too.

It feels like the equity markets should be much further down than they are considering our streets feel like a zombie apocolaypse.

The housing market is booming and now they just added more fuel to the fire with the stamp duty cut, so BTL isn’t massively attractive and has downside and tax risk. If we were already X% down I might be thinking about dumping some cash into property.

Cash in the bank maybe at risk of bank issues later this year.

The above sounds a bit doom mongerish, but surely not too way out there considering the mess we are in?

jeff m

4,066 posts

287 months

Saturday 25th July 2020
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What you should invest in now can depend on your current choice. Maybe it could be better to stick with what you have.
I'm up about 6% YTD, but still below the February high's. My USA funds are up, with my Emerging Europe fund being the worst performer at -20%.
If you believe the UK has "life" then go for a FTSE 250 fund. I have never been a fan of the 100 for a variety of reasons, it is too narrow, it does not represent the UK economy (which could be good thingsmile). In the US we pay more attention to the S & P 500, the DOW is just for the daily news progs.
Also the FTSE 100 is vulnerable to un-natural behavior as demonstrated by the Dot Com crash, whereas in the US we keep the Techs in the NASDAQ. Which insulated the Dow (to a certain extent)
If you are looking for just one country or sector to invest in, Asian funds have started to improve, pharmaceuticals could continue their strong growth and if you think Biden has a chance...stay away from US finance funds and banks.
These are really just guesses, I rely on diversifying my assets so that I am in a comfortable position before stuff hits the fan, as it truly has.

bitchstewie

67,479 posts

239 months

Saturday 25th July 2020
quotequote all
jeff m said:
What you should invest in now can depend on your current choice. Maybe it could be better to stick with what you have.
I'm up about 6% YTD, but still below the February high's. My USA funds are up, with my Emerging Europe fund being the worst performer at -20%.
If you believe the UK has "life" then go for a FTSE 250 fund. I have never been a fan of the 100 for a variety of reasons, it is too narrow, it does not represent the UK economy (which could be good thingsmile). In the US we pay more attention to the S & P 500, the DOW is just for the daily news progs.
Also the FTSE 100 is vulnerable to un-natural behavior as demonstrated by the Dot Com crash, whereas in the US we keep the Techs in the NASDAQ. Which insulated the Dow (to a certain extent)
If you are looking for just one country or sector to invest in, Asian funds have started to improve, pharmaceuticals could continue their strong growth and if you think Biden has a chance...stay away from US finance funds and banks.
These are really just guesses, I rely on diversifying my assets so that I am in a comfortable position before stuff hits the fan, as it truly has.
I don't think it's about whether the FTSE has life but just about the fact the UK is something like 5% of the world economy.

To me that makes it a strange place to stick too many eggs.

jeff m

4,066 posts

287 months

Saturday 25th July 2020
quotequote all
bhstewie said:
jeff m said:
What you should invest in now can depend on your current choice. Maybe it could be better to stick with what you have.
I'm up about 6% YTD, but still below the February high's. My USA funds are up, with my Emerging Europe fund being the worst performer at -20%.
If you believe the UK has "life" then go for a FTSE 250 fund. I have never been a fan of the 100 for a variety of reasons, it is too narrow, it does not represent the UK economy (which could be good thingsmile). In the US we pay more attention to the S & P 500, the DOW is just for the daily news progs.
Also the FTSE 100 is vulnerable to un-natural behavior as demonstrated by the Dot Com crash, whereas in the US we keep the Techs in the NASDAQ. Which insulated the Dow (to a certain extent)
If you are looking for just one country or sector to invest in, Asian funds have started to improve, pharmaceuticals could continue their strong growth and if you think Biden has a chance...stay away from US finance funds and banks.
These are really just guesses, I rely on diversifying my assets so that I am in a comfortable position before stuff hits the fan, as it truly has.
I don't think it's about whether the FTSE has life but just about the fact the UK is something like 5% of the world economy.

To me that makes it a strange place to stick too many eggs.
While the UK is not doing great at present it may prove to be better than diving into US mid caps which are possibly doing a bit too well!.
And of course it is considered normal to back the home team with at least 25%. (or did)

Throttle Body

453 posts

202 months

Saturday 25th July 2020
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I'm roughly 1/3 in gold & silver; 1/3 in shares and the rest split between cash & commercial property.

Gold and silver is covered with gold etfs, a silver etf and some Gold miners with mines located in countries with the rule of law.

Shares are covered by funds such as Lindsell Train & Fundsmith, and I have been buying Berkshire Hathaway (this is so cheap at the moment) recently. In other words, high quality shares.